QCDs and Roth Conversions: Today’s Q&A Mailbag
This week's Slott Report Mailbag answers readers' questions about QCDs and basis from a Roth conversion.
Roth
Last Minute IRA Contribution Advice
The 2016 tax-filing deadline is upon us. Are you considering making a 2016 IRA contribution? It’s not too late, but time is quickly running out. Here are some quick words of last minute advice to keep in mind as you make your contribution.
An IRA Rollover Quiz
Most people think it is easy to move their retirement assets. But is it? The following is a quick quiz. How many of these rollover questions can you get correct? The answers are at the end of the quiz.
This Week’s Q&A: Converting a Pre-Tax IRA to a Roth and More
This week's Slott Report Mailbag looks into converting and contributing to different IRAs, 401(k)s, and RMDs.
Don’t Lose Out on Claiming a Loss: This Week’s Q&A
This week's Slott Report Mailbag looks into claiming a loss in a traditional IRA, and 403(b) transfers.
Things to Tell Your Tax Preparer During Tax Season
Any time you get a 1099-R for a retirement plan transaction, make sure you give it to your tax preparer. The IRS gets copies of your 1099-Rs, so they need to be included on your income tax return. They cannot be ignored, even if they are for a non-taxable transaction. How will your tax preparer know it is a non-taxable transaction? You have to tell him or her.
Can You Really Transfer That Penalty Free? This Week’s Q&A
This week's Slott Report Mailbag looks into IRA transfers and international transfers.
Do You Have to File an Amended Return?
If you’re like most people, you’ve probably wondered at some point, “Do I need to file an amended return for that?” It is in that spirit that we offer you seven common errors and whether or not you should file an amended return after you discover them.
If IRAs Had Oscars…
Announcer: And the award for Best Type of Account to Help John Doe in Retirement goes to…
How to Avoid a Penalty on Your Excess IRA Contribution
Did you make your IRA contribution for 2016? If you did, you may want to take some time now during tax season to be sure your contribution is an allowable contribution and not an excess contribution.
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